Alder Capital
Firm details
- Headquarters
- Solana Beach, California
- CRD number
- 343367
- Registered since
- August 5, 2026
- Website
- aldercap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Alder Capital is organized as a limited liability company and is registered with the SEC, with registration recorded in 2026. The firm is described as a capital allocator and is newly formed. Ownership is held by an individual. Advisory services on the record include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm reports a fee model that combines a percentage-of-assets structure with performance-based fees. Alder Capital does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Solana Beach, CA
San Diego
Location
Solana Beach, CA
Headquartered in Solana Beach, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 514 Via De La Valle
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Focus Investment Advisors, Inc
RIASolana Beach, CA
Tide Rock Leverageco Manager, LLC
RIASolana Beach, CA
Karmel Capital Management LLC
RIASolana Beach, CA
Blankinship & Foster, LLC
RIASolana Beach, CA
The Informed Momentum Company LLC
RIASolana Beach, CA
Global Imc LLC
RIASolana Beach, CA